Integrity. Honesty. A pledge to continually maintain openness to engender trust. A two-way agreement to clear communication. This is what our clients discover with every encounter at Golden Compass.

• It’s our commitment to you, your family, your success and your financial well-being.
  
  
• It’s your promise to be equally honest and frank with us at all times about your goals for life, family and business. It’s the only way we can provide appropriate information addressing whatever concerns you.
  
  
• It’s our commitment to your peace of mind.
  
  
• It’s your promise to question our methods and strategies, ensuring you understand where we are going together.
  
  
• It’s our vow to respect the confidentiality of our working relationship and keep your confidences within our walls.
  
  
• It’s your willingness to complain to us within seven business days if anything we’ve done on your behalf is not 100% satisfactory. This will help us resolve issues and provide you with the solutions you'll be happy with.
  
  
• It’s our pledge for your personal advisor to return your calls within 24 hours, knowing you need prompt answers to make educated decisions.
  
  
• It’s your regularly scheduling time with us to get you the information you need and help us be more valuable to you reaching your objectives.
  
  
• It’s our dedication to hearing your needs, desires, and goals…and then doing everything possible to meet them.
  
  
• It’s your respecting our years of professional experience, training, and knowledge. It’s your agreement to listen to our advice. It’s our acknowledgment you may reject that advice, but only after we’ve explored together all your logical options.
  
  
• It’s our assurance you won’t get any unpleasant surprises when it comes to knowing our fees, how we work, or what we expect from you.
  
  
• It’s your word you’ll pay 50 % of our planning fee when you engage our services and the balance upon completion and delivery of any plans we prepare on your behalf.

Golden Compass clients regularly refer us to other individuals and business owners whom they believe may benefit from working with us. We promise to strive to exceed the expectations of both you and your referrals.

Golden Compass Wealth Advisors. It’s About the Journey We’re Taking Together.